Univest Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWP Ishares Russell Mid Cap Growth	$0	$574,000 0.04% of portfolio	4,902	Q3 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$547,000 0.04% of portfolio	4,269	Q3 2024 New
VGSH Vanguard	$0	$536,000 0.04% of portfolio	9,097	Q3 2024 New
HYG Ishares Tr	$0	$506,000 0.03% of portfolio	6,306	Q3 2024 New
XLI Industrial Sector Spdr	$0	$487,000 0.03% of portfolio	3,599	Q3 2024 New
VDE Vanguard Energy ETF	$0	$480,000 0.03% of portfolio	3,920	Q3 2024 New
IAGG Ishares Tr Core Intl Aggregate	$0	$475,000 0.03% of portfolio	9,172	Q3 2024 New
VO Vanguard Mid Cap ETF	$0	$462,000 0.03% of portfolio	1,753	Q3 2024 New
VB Vanguard Small Cap ETF	$0	$433,000 0.03% of portfolio	1,828	Q3 2024 New
VGT Vanguard Information Technolog	$0	$424,000 0.03% of portfolio	724	Q3 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$410,000 0.03% of portfolio	9,894	Q3 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$402,000 0.03% of portfolio	1,654	Q3 2024 New
DFAI Dimensional ETF Tr	$0	$399,000 0.03% of portfolio	12,578	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$385,000 0.03% of portfolio	2,149	Q3 2024 New
VNQ Vanguard Specialized Funds Van	$0	$384,000 0.03% of portfolio	3,945	Q3 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$368,000 0.02% of portfolio	3,846	Q3 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$359,000 0.02% of portfolio	4,300	Q3 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$342,000 0.02% of portfolio	3,828	Q3 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$336,000 0.02% of portfolio	2,680	Q1 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$318,000 0.02% of portfolio	3,828	Q3 2024 New
XLU Utilities Sector Spdr	$0	$305,000 0.02% of portfolio	3,776	Q3 2024 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$296,000 0.02% of portfolio	6,236	Q3 2024 New
AVUV American Centy ETF Tr Avantis	$0	$285,000 0.02% of portfolio	2,980	Q3 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$279,000 0.02% of portfolio	867	Q2 2024 Reduced 22.17%
SCHD Schwab Strategic Tr Us Dividen	$0	$276,000 0.02% of portfolio	3,274	Q3 2024 New
MGV Vanguard Mega Cap Value	$0	$255,000 0.02% of portfolio	1,994	Q1 2024 Reduced 14.57%
VCIT Vanguard Intermediate Term Cor	$0	$243,000 0.02% of portfolio	2,908	Q3 2024 New
VGLT Vanguard Long Term Treasury Et	$0	$217,000 0.01% of portfolio	3,529	Q3 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$213,000 0.01% of portfolio	2,709	Q3 2024 New
DFAE Dimensional ETF Tr	$0	$207,000 0.01% of portfolio	7,553	Q3 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$205,000 0.01% of portfolio	361	Q3 2024 New

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